But creating a financial plan doesn’t end there. It’s also about monitoring the progress you’re making towards your goals. To help keep you on track, your advisor will continue to meet with you on a regular basis to review your plan and discuss your current situation and evolving goals. Your advisor does the legwork and is your single point-of-contact. Our financial planning process is designed to help you make the most of your available resources – not just money – but your time as well.
Is It Right for Me?
Our biggest accomplishments often begin with a simple desire. Turning that desire into reality usually requires serious planning and commitment. This may be particularly true with your financial goals. A comprehensive financial plan can help you work toward your objectives through every stage of life.
When you work with either VIXI Bank , you won’t just have an advisor who will help you establish and continuously monitor, manage and adjust your plan. You’ll have a partner – someone who will keep an eye on tomorrow while you focus on what matters to your life today.
How To Get Started
In today’s financial marketplace, most of us have more questions than answers. Our knowledgeable financial professionals at both VIXI Bank and London Bancorp Investments, Inc. are here to help take the guesswork out of developing a comprehensive financial plan.